Business Development:

Our Business develop team develop reciprocal referral relationships with other advisory professionals, such as accountants, solicitors, mortgage brokers and insurance brokers. 

In many instances their clients are not sure how a financial advisor can help them. However, once they experience an initial meeting with an Ellerfield financial advisor, the client gains a better understanding of their lifestyle and financial goals, and how these can be achieved with the advisor’s support and guidance.
 felicity
 Felicity White B.LL.B B.Agribus
Buderim Office

Felicity is responsible for the development and management of referral relationships with other professional service providers and the support and coordination of Ellerfield Financial Planning marketing activities.


View: Felicity's Profile
mark Mark Mollenhauer ADFS (FP)
Brisbane Office

Mark has over 10 years experience in the financial services industry, firstly as a Financial Planner and then in the role of Business Development. Mark knows how important it is for clients to achieve their goals and objectives, and to be supported in the process is critical to their success.

View: Mark's Profile